Argent Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Argent Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Sell	14,261 -144	-1%	-$19K	0.49%	49
2026 Q1	$1.63M	Sell	14,405 -144	-1%	-$17.3K	0.44%	57
2025 Q4	$1.79M	Buy	14,549 +937	+7%	+$115K	0.5%	50
2025 Q3	$1.64M	Buy	13,612 +275	+2%	+$31.6K	0.48%	55
2025 Q2	$1.47M	Buy	13,337 +276	+2%	+$27.3K	0.45%	59
2025 Q1	$1.21M	Buy	13,061 +1,029	+9%	+$104K	0.41%	66
2024 Q4	$1.22M	Buy	12,032 +551	+5%	+$55K	0.45%	61
2024 Q3	$1.1M	Sell	11,481 -1,648	-13%	-$152K	0.41%	68
2024 Q2	$1.21M	Buy	13,129 +309	+2%	+$26.6K	0.48%	58
2024 Q1	$1.08M	Sell	12,820 -1,067	-8%	-$85.7K	0.43%	62
2023 Q4	$1.04M	Sell	13,887 -321	-2%	-$22.8K	0.46%	63
2023 Q3	$972K	Buy	14,208 +584	+4%	+$41.3K	0.44%	57
2023 Q2	$960K	Sell	13,624 -1,091	-7%	-$72.1K	0.44%	57
2023 Q1	$940K	Buy	14,715 +2,146	+17%	+$131K	0.45%	58
2022 Q4	$735K	Sell	12,569 -217	-2%	-$13K	0.38%	67
2022 Q3	$740K	Sell	12,786 -829	-6%	-$53.9K	0.43%	61
2022 Q2	$822K	Buy	13,615 +2,076	+18%	+$137K	0.46%	62
2022 Q1	$881K	Sell	11,539 -5,457	-32%	-$410K	0.47%	63
2021 Q4	$1.42M	Buy	16,996 +540	+3%	+$43.5K	0.77%	32
2021 Q3	$1.22M	Buy	16,456 +226	+1%	+$17.2K	0.7%	36
2021 Q2	$1.18M	Sell	16,230 -2,793	-15%	-$193K	0.72%	36
2021 Q1	$1.24M	Buy	19,023 +1,622	+9%	+$105K	0.8%	30
2020 Q4	$1.11M	Sell	17,401 -3,883	-18%	-$235K	0.68%	38
2020 Q3	$1.23M	Buy	21,284 +304	+1%	+$17.2K	0.84%	29
2020 Q2	$1.09M	Buy	20,980 +2,672	+15%	+$128K	0.83%	28
2020 Q1	$755K	Buy	18,308 +1,416	+8%	+$67K	0.76%	34
2019 Q4	$817K	Buy	+16,892	New	+$783K	0.61%	38

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Argent Advisors's IVW Position: Q2 2026 in Review

Argent Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $19K and leaving 14,261 shares worth $1.96M. The position accounts for 0.49% of the portfolio, ranked #49.

Argent Advisors first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Argent Advisors held 14,261 shares of iShares S&P 500 Growth ETF worth $1.96M as of Q2 2026.
Argent Advisors sold 144 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19K.
iShares S&P 500 Growth ETF made up 0.49% of Argent Advisors's portfolio in Q2 2026, its #49 holding.
Argent Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.